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River Road Asset Management’s J.M. Smucker SJM Stock Holding History

River Road Asset Management’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-65,583
Closed -$8.29M – 175
2023
Q4 		$8.29M Sell
65,583
-2,657
-4% -$308K 0.12% 126
2023
Q3 		$8.39M Sell
68,240
-2,446
-3% -$347K 0.12% 129
2023
Q2 		$10.4M Sell
70,686
-4,223
-6% -$644K 0.14% 122
2023
Q1 		$11.8M Buy
74,909
+3,065
+4% +$466K 0.16% 122
2022
Q4 		$11.4M Sell
71,844
-1,198
-2% -$178K 0.16% 125
2022
Q3 		$10M Sell
73,042
-6
-0% -$818 0.15% 126
2022
Q2 		$9.35M Sell
73,048
-1,260
-2% -$168K 0.13% 129
2022
Q1 		$10.1M Sell
74,308
-7,747
-9% -$1.06M 0.11% 121
2021
Q4 		$11.1M Sell
82,055
-7,721
-9% -$985K 0.12% 121
2021
Q3 		$10.8M Sell
89,776
-6,720
-7% -$854K 0.12% 122
2021
Q2 		$12.5M Buy
+96,496
New +$12.8M 0.13% 121

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

River Road Asset Management's SJM Position: Q1 2024 in Review

River Road Asset Management sold out of J.M. Smucker (SJM) in Q1 2024, closing a stake of 65,583 shares — an estimated $8.29M sold.

River Road Asset Management first reported a position in SJM in Q2 2021 and held it in 11 quarters. The position peaked at $12.5M in Q2 2021. 883 funds tracked by Wall St. Rank hold SJM as of Q1 2024.

  • River Road Asset Management reported no remaining J.M. Smucker position as of Q1 2024 after selling out during the quarter.
  • River Road Asset Management sold 65,583 J.M. Smucker shares in Q1 2024, an estimated $8.29M.
  • River Road Asset Management first reported a position in J.M. Smucker in Q2 2021 and held it in 11 quarters.
  • River Road Asset Management's J.M. Smucker position peaked at $12.5M in Q2 2021.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2024.

Based on River Road Asset Management's 13F filing for Q1 2024, filed 26 Apr 2024.